Stephen Dunnaway Portfolio
Invests via Brown Shipley& Co Ltd | Managed by Brown Shipley & Co Ltd
Invests via Brown Shipley& Co Ltd
Managed by Brown Shipley & Co Ltd
Automatically Tracked
Stephen Dunnaway Profile
With extensive experience in the technology sector, Stephen Dunnaway has been a driving force behind several successful startups. He co-founded innovative companies that leverage cutting-edge solutions to enhance operational efficiency and client engagement. Throughout his career, he has demonstrated an exceptional ability to scale businesses by integrating advanced technologies and leading dynamic teams. His deep understanding of market dynamics positions him as a vital contributor to entrepreneurship and investment discussions within the tech community.
With extensive experience in the technology sector, Stephen Dunnaway has been a driving force behind several successful startups. He co-founded innovative companies that leverage cutting-edge solutions to enhance operational efficiency and client engagement. Throughout his career, he has demonstrated an exceptional ability to scale businesses by integrating advanced technologies and leading dynamic teams. His deep understanding of market dynamics positions him as a vital contributor to entrepreneurship and investment discussions within the tech community.
Investment Philosophy & Strategy
Stephen Dunnaway approaches investments with an entrepreneurial mindset, reflecting his extensive background in technology startups. By identifying transformative opportunities, he emphasizes the integration of innovative solutions to optimize business operations and drive growth. His acute awareness of market dynamics informs strategic decision-making, allowing for astute capital allocation aimed at scalable ventures. This blend of operational expertise and vision shapes his investing strategy, positioning him as a pivotal figure in fostering advancements that resonate within the tech ecosystem.
Stephen Dunnaway approaches investments with an entrepreneurial mindset, reflecting his extensive background in technology startups. By identifying transformative opportunities, he emphasizes the integration of innovative solutions to optimize business operations and drive growth. His acute awareness of market dynamics informs strategic decision-making, allowing for astute capital allocation aimed at scalable ventures. This blend of operational expertise and vision shapes his investing strategy, positioning him as a pivotal figure in fostering advancements that resonate within the tech ecosystem.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
57.32%
Gain +0.02%
Monthly
1.35%
Yearly
17.46%
Drawdown
19.63%
$203.44M
Equity
Holdings
$203.44M
Investment
$128.88M
$112.07M
Profit -$1,120.25
Realized
$37.51M
Unrealized
$74.56M
Dividends
$6.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
-$1,120.25
Win %
68%
This Week
Compared To Last Week
Gain
-1.05%
Profit
-$2.16M
Win %
68%
This Month
Compared to last month
Gain
-0.85%
Profit
-$1.75M
Win %
68%
This Year
Compared to last year
Gain
6.07%
Profit
$11.64M
Win %
65%
GOOG Alphabet Inc
+6.88%
+$1.25M 
GOOGL Alphabet Inc
+6.73%
+$816,851.91 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$4,459.36 
SNPS Synopsys, Inc.
+4.41%
+$229,855.98 
FERG Ferguson Enterprises Inc
+3.52%
+$6,615.1 
META Meta Platforms Inc Class A
+3.28%
+$240,819.16 
MSFT Microsoft Corp.
+3.02%
+$746,320.97 
NVDA NVIDIA Corporation
+2.93%
+$771,204.97 
CVX Chevron Corporation
+2.35%
+$83,443.72 
CSCO Cisco Systems, Inc.
+2.14%
+$5,059.26 
KEYS Keysight Technologies, Inc.
+2.04%
+$36,065.09 
PANW Palo Alto Networks, Inc.
+1.89%
+$9,532.5 
ORCL Oracle Corporation
+1.81%
+$1,295.91 
VZ Verizon Communications Inc.
+1.52%
+$709.8 
LMT Lockheed Martin Corporation
+1.5%
+$1,467.1 
GE General Electric Company
+1.42%
+$1,775.59 
FTV Fortive Corporation
+1.25%
+$767.23 
CMCSA Comcast Corp
+1.23%
+$145 
HONA Honeywell Aerospace Inc.
+1.18%
+$464.64 
NOW ServiceNow, Inc.
+1.05%
+$58,335.24 
ADBE Adobe Inc.
+1.01%
+$130.52 
EEMA iShares MSCI Emerging Markets Asia ETF
+0.83%
+$698.88 
MCD McDonald's Corporation
+0.82%
+$492.8 
TSLA Tesla, Inc.
+0.76%
+$32,893.4 
BMY Bristol-Myers Squibb Company
+0.69%
+$121.5 
PFE Pfizer Inc.
+0.4%
+$753 
AVGO Broadcom Inc.
+0.37%
+$15,937.92 
PG Procter & Gamble Co
+0.37%
+$17,612.43 
OTIS Otis Worldwide Corporation
+0.36%
+$7,952.1 
MRK Merck & Co., Inc.
+0.32%
+$15,059.26 
JPM JPMorgan Chase & Co.
+0.27%
+$29,704.94 
CM Canadian Imperial Bank of Commerce
+0.24%
+$1,360.8 
JNJ Johnson & Johnson
+0.21%
+$148.4 
URTH iShares MSCI World ETF
+0.19%
+$152.1 
INTU Intuit Inc.
+0.18%
+$110.01 
T AT&T Inc.
+0.17%
+$4,263.52 
HBIO Harvard Bioscience, Inc.
+0.16%
+$4.78 
TD The Toronto-Dominion Bank
+0.13%
+$368 
WM Waste Management, Inc.
+0.1%
+$2,860.88 
DIS The Walt Disney Company
+0.03%
+$1,464.99 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
SYK Stryker Corporation
-6.42%
-$2,792.5 
MRNA Moderna, Inc.
-5.35%
-$322.4 
EQX Equinox Gold Corp.
-4.89%
-$1,467.4 
ICE Intercontinental Exchange, Inc.
-2.42%
-$4,373.66 
BIIB Biogen Inc.
-2.4%
-$423.3 
NEM Newmont Corporation
-2.14%
-$307.5 
KHC The Kraft Heinz Company
-2.01%
-$1,679.57 
NFLX Netflix, Inc.
-2%
-$33,874.92 
GIS General Mills, Inc.
-1.84%
-$469 
UNH UnitedHealth Group Incorporated
-1.68%
-$38,779 
NKE Nike, Inc. - Class B
-1.37%
-$4,800.08 
MDLZ Mondelez International, Inc.
-1.22%
-$137.06 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$6,710.06 
NEE NextEra Energy, Inc.
-1.15%
-$35,260.11 
CTAS Cintas Corporation
-1.04%
-$412.56 
INTC Intel Corporation
-1.02%
-$44,441.91 
KO The Coca-Cola Company
-1.02%
-$4,382.1 
XOM Exxon Mobil Corporation
-0.97%
-$2,013.48 
PYPL PayPal Holdings Inc
-0.76%
-$3,936.68 
MA Mastercard Incorporated
-0.74%
-$1,725.5 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$262.4 
TRI Thomson Reuters Corp.
-0.71%
-$132.3 
AMT American Tower Corporation
-0.63%
-$16,530.95 
SBUX Starbucks Corporation
-0.57%
-$469.2 
LLY Eli Lilly and Company
-0.53%
-$28,915.21 
PEP PepsiCo, Inc.
-0.46%
-$643.84 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$25,957.55 
MELI MercadoLibre, Inc.
-0.41%
-$435.68 
RY Royal Bank of Canada
-0.29%
-$6,496.61 
A Agilent Technologies Inc.
-0.24%
-$2,345.05 
COST Costco Wholesale Corporation
-0.24%
-$57 
BKNG Booking Holdings Inc.
-0.18%
-$76.5 
V Visa Inc. Class A
-0.04%
-$3,973.48 Events
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Dividends
Dividend Analysis
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| Trades 920 | Longs Won 583/920 63% | Profit Factor 4.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $905,134.8 |
| Average Win $251,685.51 | Best Trade (Sep 08) $19.73M | Sharpe Ratio -26.89 |
| Average Loss -$102,867.86 | Worst Trade (Sep 30) -$4.95M | Z-Score 2.73 (99.36%) |
| Commissions $0 | Avg. Trade Length 1y 3m 5d | Expectancy $121,811.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.17% |
| Consecutive Losing Trades | 1,976 | 1,779 | 1,581 | 1,383 | 1,186 | 988 | 791 | 593 | 395 | 198 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 6,897 | $909,170.52 | $954,337.89 | - | $45,167.37 | 4.97% | -0.245% |
| ADBE Adobe Inc. | 52 | $15,139.91 | $13,021.32 | - | -$2,118.59 | -13.99% | +1.013% |
| AMT American Tower Corporation | 15,028 | $2.94M | $2.61M | - | -$337,474.16 | -11.47% | -0.631% |
| AVGO Broadcom Inc. | 11,068 | $3.72M | $4.31M | - | $586,391.29 | 15.75% | +0.371% |
| BABA Alibaba Group Holding Limited SP ADR | 752 | $78,586.03 | $91,932 | - | $13,345.97 | 16.98% | +5.098% |
| BIIB Biogen Inc. | 85 | $11,631.5 | $17,250.75 | - | $5,619.25 | 48.31% | -2.395% |
| BKNG Booking Holdings Inc. | 225 | $25,366.45 | $43,402.5 | - | $18,036.05 | 71.1% | -0.176% |
| BMY Bristol-Myers Squibb Company | 270 | $14,564 | $17,633.7 | - | $3,069.7 | 21.08% | +0.694% |
| CM Canadian Imperial Bank of Commerce | 4,860 | $218,389.3 | $576,153 | - | $357,763.7 | 163.82% | +0.237% |
| CMCSA Comcast Corp | 500 | $14,006.5 | $11,980 | - | -$2,026.5 | -14.47% | +1.225% |
| COST Costco Wholesale Corporation | 25 | $13,834.26 | $23,797.25 | - | $9,962.99 | 72.02% | -0.239% |
| CSCO Cisco Systems, Inc. | 2,082 | $165,042.86 | $241,491.18 | - | $76,448.32 | 46.32% | +2.14% |
| CTAS Cintas Corporation | 191 | $27,319.82 | $39,084.33 | - | $11,764.51 | 43.06% | -1.045% |
| CVX Chevron Corporation | 18,461 | $2.73M | $3.63M | - | $901,236.26 | 32.98% | +2.35% |
| DIS The Walt Disney Company | 48,833 | $5M | $4.7M | - | -$298,994.97 | -5.98% | +0.031% |
| DXJ WisdomTree Japan Hedged Equity Fund | 205 | $35,572 | $35,594.15 | - | $22.15 | 0.06% | -0.732% |
| EEMA iShares MSCI Emerging Markets Asia ETF | 768 | $89,825 | $85,271.04 | - | -$4,553.96 | -5.07% | +0.826% |
| EL The Estée Lauder Companies Inc. Class A | 6,847 | $781,908.27 | $574,463.3 | - | -$207,444.97 | -26.53% | -1.155% |
| EQX Equinox Gold Corp. | 3,190 | $45,921.75 | $28,550.5 | - | -$17,371.25 | -37.83% | -4.888% |
| FERG Ferguson Enterprises Inc | 830 | $164,812.21 | $194,493.9 | - | $29,681.69 | 18.01% | +3.521% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Stephen Dunnaway?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $20.28M, Microsoft Corp - $6.57M, Alphabet Inc - $5.75M, JPMorgan Chase & Co - $4.45M, and Alphabet Inc - $3.46M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: TRI - $5.02M, The Estée Lauder Companies Inc. Class A - $3.39M, Intel Corporation - $2.26M, Nike, Inc. - Class B - $1.79M, and Mettler-Toledo International Inc - $1.57M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stephen Dunnaway's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.67M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $711,945.85, Microsoft Corp - $639,430.46, Procter & Gamble Co - $624,514.8, Merck & Co., Inc - $350,039.53, and UnitedHealth Group Incorporated - $296,653.16. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stephen Dunnaway's monthly returns?
Stephen Dunnaway's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Stephen Dunnaway's strategy be considered aggressive or moderate?
Stephen Dunnaway's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Stephen Dunnaway's strategy?
Stephen Dunnaway's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
